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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,400,406 | $119,143+1075.4% | $88,632+1480.0% | $152,909+815.8% |
| Participation rate | 11.1% | 73.4%-62.3pp | 68.8%-57.7pp | 82.5%-71.3pp |
| Annual return | 51.87% | 48.12%+3.7pp | 43.75%+8.1pp | 345.46%-293.6pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |